See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,217 | $77,314+58.1% | $177,989-31.3% | $80,856+51.2% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.6%+5.4pp |
| Annual return | 7.79% | 18.09%-10.3pp | 294.48%-286.7pp | 35.59%-27.8pp |
| Employer contribution / active EE | $5,096 | $2,292+122.3% | $3,949+29.1% | $2,755+85.0% |
| Participant deferral / active EE | $10,436 | $4,411+136.6% | $6,276+66.3% | $4,296+142.9% |
| Admin fee / account holder | $5,024 | $7,191-30.1% | $10,363-51.5% | $6,918-27.4% |